FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,605
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.6M
3
+$9.89M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.53M
5
FTNT icon
Fortinet
FTNT
+$7.79M

Top Sells

1
+$18.7M
2
+$10.7M
3
+$8.54M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.49M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$6.97M

Sector Composition

1 Technology 12.57%
2 Healthcare 9.43%
3 Financials 8.03%
4 Consumer Staples 6.01%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$4.56K ﹤0.01%
423
1752
$4.54K ﹤0.01%
23
1753
$4.52K ﹤0.01%
166
1754
$4.51K ﹤0.01%
64
1755
$4.48K ﹤0.01%
303
1756
$4.47K ﹤0.01%
149
1757
$4.47K ﹤0.01%
1,000
1758
$4.43K ﹤0.01%
112
1759
$4.42K ﹤0.01%
121
1760
$4.42K ﹤0.01%
137
+54
1761
$4.41K ﹤0.01%
34
1762
$4.4K ﹤0.01%
141
-33
1763
$4.36K ﹤0.01%
225
1764
$4.35K ﹤0.01%
108
1765
$4.33K ﹤0.01%
84
1766
$4.29K ﹤0.01%
203
1767
$4.28K ﹤0.01%
120
1768
$4.26K ﹤0.01%
35
+16
1769
$4.25K ﹤0.01%
275
-246
1770
$4.25K ﹤0.01%
351
1771
$4.25K ﹤0.01%
201
1772
$4.25K ﹤0.01%
78
+12
1773
$4.23K ﹤0.01%
7
1774
$4.22K ﹤0.01%
91
1775
$4.19K ﹤0.01%
156
69 70
71
72 73